Semiconductor News & Analysis Feed

20 articles

2026-09-24

Leading semiconductor analyst says AMD should be investigated for 'treason' over availability of restricted chips in China, AMD blames diversion of export-controlled RFSoC

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tomshardware.com 2026-09-24

This incident exposes a structural weakness in the U.S. semiconductor export control framework: the tension between policy intent and enforcement reality. The XCZU47DR RFSoC is correctly classified under ECCN 3A001.a.14 as a dual-use item, yet the license exception permitting exports to Group B coun

AMD Export Control RFSoC Chip Diversion Dual-Use Technology Semiconductor Compliance FPGA RF Signal Processing

2026-09-24

Leading semiconductor analyst says AMD should be investigated for 'treason' over availability of restricted chips in China, AMD blames diversion of export-controlled RFSoC — $36,000 radar silicon allegedly quoted at $1,000 for crowdfunding project - Tom's Hardware

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www.tomshardware.com 2026-09-24

2026-09-24

The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA - The Globe and Mail

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www.theglobeandmail.com 2026-09-24

2026-09-23

Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research. - Yahoo Finance

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finance.yahoo.com 2026-09-23

2026-09-23

Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research. - barchart.com

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www.barchart.com 2026-09-23

2026-09-23

Asia-Pacific Technology Tracker: HBM Supply-Demand Update, Initiation of Coverage on Kingboard Laminates, and North American Steel Data - 富途牛牛

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news.futunn.com 2026-09-23

2026-09-19

Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3% - Yahoo Finance

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finance.yahoo.com 2026-09-19

2026-09-19

Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3% - 24/7 Wall St.

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247wallst.com 2026-09-19

2026-09-17

Market Chatter: Applied Materials, Lam Research Pledge Billions for India Chip Industry - Moomoo

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www.moomoo.com 2026-09-17

2026-09-17

Lam Research plans US$1 billion India manufacturing expansion

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digitimes.com 2026-09-17

2026-09-17

Lam Research plans US$1 billion India manufacturing expansion

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digitimes.com 2026-09-17

2026-09-16

NVIDIA’s DSX MaxLPS Drives 40% More Token Throughput Per Megawatt, As Lambda’s Cluster Jumps To 5 Million Tokens Per Second - Wccftech

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wccftech.com 2026-09-16

2026-09-16

Nvidia CEO Jensen Huang Slams Proposed AI Antitrust Exemptions and Slowdown Plans - tikr.com

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www.tikr.com 2026-09-16

2026-09-16

Lambda Boosts AI Factory Efficiency With DSX MaxLPS - NVIDIA

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www.nvidia.com 2026-09-16

2026-09-15

Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher? - 24/7 Wall St.

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247wallst.com 2026-09-15

2026-09-15

Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know - Yahoo Finance

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finance.yahoo.com 2026-09-15

2026-09-15

Talk of AI pause slams Nvidia, AMD and Intel as fears of doomsday scenarios spread - Yahoo Finance

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finance.yahoo.com 2026-09-15

2026-09-15

Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know - StockStory

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stockstory.org 2026-09-15

2026-09-15

Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know - theglobeandmail.com

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www.theglobeandmail.com 2026-09-15

2026-09-14

Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5% - Yahoo Finance

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finance.yahoo.com 2026-09-14

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